-97.8%
PMN vs VOO
+812.0%
-909.8%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.3% |
| 7D | -6.1% | +0.5% | -6.7% | -6.4% |
| 30D | -14.8% | -0.9% | -13.9% | -14.6% |
| 3M | +29.0% | +3.9% | +25.2% | +27.2% |
| 6M | -46.5% | +14.5% | -61.0% | -49.0% |
| YTD | +83.5% | +13.0% | +70.5% | +75.8% |
| 1Y | +13.9% | +19.4% | -5.5% | +7.1% |
| 3Y | -73.1% | +78.9% | -151.9% | -78.1% |
| 5Y | -94.8% | +82.3% | -177.1% | -95.8% |
| 10Y | -92.4% | +314.2% | -406.6% | -94.8% |
| All | -97.8% | +812.0% | -909.8% | -98.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling